Could you share the screenshot of the Criteria? This is not intended functionality and can be caused by the Criteria or Filters (e.g. If you use "Name" as a filter instead of "Name (Internal))

Hey @Ken Mann, Do you have any filters on the Saved Search?

The Unplanned Revenue typically comes from Revenue Arrangements. If you click on the related amounts on the Deferred Revenue Waterfall report, you can see which Revenue Arrangements caused that: If you are unsure how to correct those (there can be 4-5 different reasons for that), you would need to request help from an NS…

NetSuite does support sub-100 employee companies. Some companies use NetSuite with only several employees. Do you have an option to try that first in Sandbox? That way, you can choose the 401K option and test it before configuring it in Production.

Hey @Matt Johnson, I agree that building a scalable process in NetSuite for Customer Credit Applications is better for improved efficiency and consistency. You can build a solution based primarily on a Workflow and Custom Records with pre-defined rules around scoring and approvals. For each new application, you would…

Hey @Sivasubramaniam, Could you share the screenshot of the charge that you are trying to invoice?

Hey @User_XKLA1, Did you check the SAID 101061 that explains how to create a Retirement Plan with Employer Matching and other criteria?

Hey @Rhon R., Could you share the screenshot of the Custom Segment -> Application & Sourcing -> Transaction Columns subtab?

Hey @Honey Soe, You can create a new Advanced PDF form for Statements by navigating to Customization > Forms > Advanced PDF/HTML Templates There are two versions included by default:

Hey @markival, You cannot add a dynamic Location filter to the KPI Scorecard. As a workaround, you can add a "Location" as a filter on the related Saved Search, to allow changing the location on drill-down.

Hey @Greg Ebel, Are these system-generated GL accounts? Do you post directly into those Accrual Accounts? Here is an example of an Accrual GL that should balance out once all the related transactions are posted: Accrued Purchases The GL 20010 is system-generated (native). NetSuite uses the Accrued Purchases account to…

It should work. Do you have the "Custom Form" field shown on the "old/current" form?

The Contract Renewal scripts lock this field. I don't remember which one exactly does that (e.g., R01b) and if you undeploy it temporarily, you should be able to edit it. The field is locked by design, and you should unlock it only in exceptional circumstances. I would recommend to test this out in Sandbox first.

Thanks for the clarification. You would need to build a workflow with a "Set Field Value" action to copy the Tax ID from the Vendor once it is selected during the PR to PO conversion. You can enter a condition in the workflow action if you want it to only run for POs created from PRs.

On a high level, you need to: Create a custom line field on the invoice to source the quantity from the Sales Order (e.g., 9) Create a custom field on the invoice header to store the "Total number of Invoices". Create a scheduled workflow to populate "9" in the field created in #2 based on the value in #1. Create a custom…

I am not sure if there is a SuiteAnswers Article showing the required steps for this specific request. This customization has several components and requires someone with an Intermediate to Advanced level NetSuite expertise to build it.

Hey @RS_RS, Yes, there are a few ways to do that. For example, you can build a Workflow to add "1/2/3 of 9" to the header Memo or a custom header field and print that on the customer invoice.

Hey @Sara Gregorsson and @User_7NK3Q, The workaround is to create an Employee Center Tab with the required Center Category and Saved Searches/Links. Once done, every Employee Center User can see the "published" content:

Email template selection isn't available for the Item Fulfillment form. Building this workflow isn't a trivial task. Please refer to this page for more information: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/book_N2723865.html#SuiteFlow-(Workflow)

If your fulfillment emails are sent via native functionality, you can disable it via Setup > Accounting -> Preferences -> Accounting Preferences -> Order Management subtab -> uncheck Send Order Fulfilled Confirmation Emails box. Not sure what you mean by "which transaction form to add to the email template". If you want to…

Is it possible you are using WorldShip or another SuiteApp that sends out the notifications? The native Item Fulfillment Email Notification Template is editable, although it is often tricky to accommodate all use cases. An alternative would be to disable the standard notifications and create a Workflow to do that with a…

Hey @User_HWW8S, The template should be under Setup -> Accounting -> Customize Fulfillment Email.

Hey @Yumiko Fourbs, Do you have the "VENDOR TAX REGISTRATION NUMBER" field on the Purchase Requisition record? Also, did the Vendor that you had on the Purchase Requisition have the "VENDOR TAX REGISTRATION NUMBER" populated?

Hey @User_KBEB1, Do you use Contract Renewals? Also, what is the Internal ID of the "Manual Renewal" field?

Hi @Sven VdB, Typically, the Revenue Arrangements with the Unplanned Revenue have an error message shown in the "Revenue Arrangement Message" sublist. Could you check if there are such messages and what they say?

Hey @Jake Pangan, You won't be able to restore the deleted record. NetSuite has a restore feature (should be requested via Account Manager), which can be done only for the whole instance. It is an expensive procedure and is only recommended if a major data corruption happens (e.g., badly written script deleted 1,000s of…

Hey @StephenO, The Country name cannot be directly updated in NetSuite. You need to identify all the NetSuite areas where you want to change the displayed country name to "Taiwan" and customize them individually (e.g., edit the Advanced PDF template for Invoices).

Hey @MatB, Confirming that you need a custom field + workflow to send the invoice to multiple recipients.

Hi @User_FSSYJ, You can do that via CSV import or scheduled Workflow. Check these articles for more information: Mass Change of Forms for Existing Transaction Records Update the Custom Form for Existing Entities via CSV Import (this should apply to transactions, too)

Hey @mark petzold That's good to know. I tried ChatGPT for Saved Search SQL queries a few times, and the results weren't that good. Did you get a script recommendation that worked with no modifications? I know that the only approved AI tool for NetSuite is Chassi: https://chassi.com/